Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Please see my website for additional information and disclosures. Third party comments may not be representative of all customer experiences. Securities by licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

Richards Benefitsfin Services in Beaver Dam, WI, stands out as a prominent insurance broker, boasting a larger office with a dedicated focus on delivering exemplary services to local and regional employers. Specializing in medical and ancillary benefits, this office has demonstrated its expertise across various industries, including depository credit intermediation, hospitals, and offices of dentists. With a proven track record, Richards Benefitsfin Services has earned the trust of notable clients, such as Dental Health Associates of Madison, a key player in the offices of dentists industry, Gundersen Boscobel Area Hospital and Clinics in the hospitals sector, and Horicon Bank in depository credit intermediation. Notably, these clients have participant numbers exceeding 140, 220, and 230, respectively. This office is an integral part of a local brokerage firm, emphasizing its commitment to the community and fostering strong relationships within the region. With a focus on midsize employers, Richards Benefitsfin Services brings a wealth of experience to the table, ensuring that clients receive tailored insurance solutions that meet their unique needs. For employers seeking a reliable partner in navigating the complexities of employee benefits, this Beaver Dam-based location proves itself as a go-to resource, combining local insight with industry expertise.

Cottingham & Butler is the 5th largest privately held broker in the U.S., the 29th largest insurance broker in the U.S. and a recognized leader in offering innovative property & casualty and employee benefit insurance solutions. The company is headquartered in Dubuque, Iowa, and employs over 1,000 employees across the U.S. Better Every Day. That's our promise to our clients. We deliver better advice, better service, and better ideas than our competitors. Every Day. It's a commitment to challenging conventional wisdom, innovating, improving how we serve our clients and growing as industry professionals. This approach has produced superior results for our clients, and a growth track record that has propelled us forward since 1887.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

Health Insurance is constantly changing. Our goal at UIA Health Insurance is to find and deliver the plan that works best for you. We monitor health care reform daily and will lead you through these puzzling times. Our Mission is to provide a trusted and respected insurance resource, ongoing education and superior customer service, delivering excellence that exceeds all expectations. Whether you are a business, self-employed, single policy holder or getting ready for retirement we are here to assist you with researching and finding a cost-effective benefit plan that meets your needs.

McClone is a well-established regional insurance consultant with an office located in Menasha, Wisconsin. Renowned for their exceptional customer service and expertise, they have garnered high ratings and positive reviews from clients across the state. Their extensive experience and dedication to providing tailored insurance solutions are exemplified by their work with C R Meyer & Sons Co, a heavy and civil engineering construction company with 170 employees. Collaborating closely with the client's HR and finance team, McClone successfully implemented a self-funding arrangement along with HMO and PPO plans designed specifically to address the unique needs of their members. With a diverse clientele of large, midsize, and small employers, McClone has established themselves as one of the leading insurance brokerages in the Oshkosh, WI market. Their extensive industry experience and expertise enable them to navigate the complexities of various sectors effectively. Notably, they possess strong expertise in nonresidential building construction, depository credit intermediation, and health practitioners industries, ensuring their ability to provide comprehensive coverage solutions to clients operating in these sectors. McClone's commitment to client satisfaction and personalized service is reflected in their outstanding M Score, which is among the highest possible. This score is a testament to their wide-ranging experience and expertise across different client sizes, industries, and insurance products. In addition to their work with C R Meyer & Sons Co, McClone serves an array of esteemed employer clients, including Benevolent Corporation Cedar Community, Bergstrom Corporation Inc, Capital Credit Union, and Certified Power Solutions. Employers seeking a trusted insurance consultant with a strong track record of delivering exceptional service and tailored solutions can rely on McClone's expertise and commitment to meeting their unique insurance needs.

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit m3ins.com.

5G Benefits & Insurance is the premier insurance and benefits agency in Northeast Wisconsin. We continue to be unbelievably innovative and proactive, having friendly and experienced team members, and using teacher-like methods to educate our clients on how to save money, and protect and grow their business. We have all the value-adds of the large agencies, but with one-on-one local advising. 5G Benefits has highly experienced agents to help your business structure your entire benefits package to attract and retain employees. We coordinate every aspect of your benefits including health insurance, work comp, voluntary benefits, benefit administration, open enrollment, 401k plans, payroll & taxes, and wellness & safety programs. 5G Benefits focuses on creating efficiencies through technology that enhances our ability to provide amazing value adds to businesses and employees. 5G Benefits works with dozens of vendors, advisors, and carriers to put together a HR & benefits strategy that is cost effective and seamless. In 2015, 5G Benefits also launched "5Ghealth.com"​ which is our Online Quoting Portal that allows individuals to search, quote, and enroll in insurance plans. 5G Benefits has grown to having physical office locations in Fond du Lac, Oshkosh, and Green Bay with satellite offices in Milwaukee and Sheboygan. Contact us today!

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Welcome to the IBSi office in Milwaukee, Wisconsin, a regional hub of expertise in insurance brokerage services tailored for both local and regional employers. Specializing in medical and ancillary benefits, this office is a vital player in the insurance landscape, providing valuable solutions for businesses in the area. One of their standout features is their deep understanding of the needs of local and regional employers. With a focus on medical and ancillary benefits, IBSi Milwaukee has successfully partnered with companies like Maysteel Porters, a key player in the fabricated metal product manufacturing industry. This collaboration has resulted in comprehensive benefits packages, benefiting over 240 participants and enhancing the overall well-being of the workforce. Being part of a regional insurance broker firm, IBSi Milwaukee brings a wealth of collective knowledge and resources to the table. The team is adept at navigating the complexities of insurance offerings, ensuring that employers receive tailored solutions that align with their specific requirements. Their commitment to client satisfaction is evident in their successful track record with a diverse range of businesses in the region. For employers seeking a reliable and experienced insurance broker in Milwaukee, IBSi stands out as a trusted partner dedicated to optimizing employee benefits and overall business success.